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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,123 | $106,008-26.3% | $92,240-15.3% | $147,586-47.1% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 15.37% | 50.05%-34.7pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,000 | $4,333-53.8% | $3,680-45.6% | $4,876-59.0% |
| Participant deferral / active EE | $3,472 | $4,478-22.5% | $3,897-10.9% | $5,439-36.2% |
| Admin fee / account holder | $9,548 | $6,333+50.8% | $5,194+83.8% | $10,886-12.3% |